See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,854 | $111,754+18.0% | $103,333+27.6% | $145,922-9.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.46% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $5,831 | $4,212+38.4% | $3,868+50.7% | $4,660+25.1% |
| Participant deferral / active EE | $17,250 | $5,619+207.0% | $5,057+241.1% | $6,688+157.9% |
| Admin fee / account holder | $915 | $9,750-90.6% | $8,355-89.0% | $13,397-93.2% |